Nebius' high CapEx requirements necessitate significant capital raises, posing dilution risk, but every new capacity is ...

Federal Agricultural Mortgage's portfolio growth is shifting toward non-agricultural sectors. Find out why I’ve purchased AGM ...

Lundin Gold mine's high-grade reserves, aggressive exploration, and $100M investment may extend its 12-year life and resource ...

BORR share price has generally tracked revenue growth in the past, but recent gains are unsupported by revenue growth. Based ...

Newmont (NEM) is a buy after strong Q4, record 2025 FCF, rising dividends & buybacks, and attractive valuation.

Pershing Square highlights Restaurant Brands International's 2025 growth and attractive valuation. Read the full analysis for ...

Opus Genetics targets inherited retinal diseases with one-dose AAV gene augmentations. Read why IRD stock is a Buy.

Pershing Square highlights Uber's strong growth and strategic position in the autonomous vehicle market. Read the full ...

Rising leveraged-loan defaults are hitting CLO equity retail funds—dividends cut, prices slump, leverage bites.

CF Industries delivered strong Q4 and 2025 results, beating estimates and generating $1.8B in free cash flow. Read why CF ...

Pershing Square details Howard Hughes Holdings' transition into a diversified holding company via the $2.1 billion ...

Brookfield is set for accelerated growth driven by its insurance and asset management units. Read the full analysis for more ...